Tag Archives: estate planning

7 Essential Things To Include in A Life Plan

Some people are so secretive about their personal and business dealings that upon their death, [...]

The Basics: What is a Secret Trust?

A trust is one of the ways to financially settle and provide for your family. [...]

The Basics: What is a Trust?

If you have given some thought to how you want to manage your estate and [...]

What is a Will and Why Do I Need One?

We go to school, grow up and work hard to acquire things that will keep [...]

Forget a New Year Resolution. Consider These Essential Audits For Individuals, Families, and Small Business Owners Instead.

Every new year we create resolutions for the year and hope to see them through. [...]

Thoughts of an Only Child Raising an Only Child

The past couple of months it’s been almost impossible to escape the dark clouds. It’s [...]

My Costliest Business Mistake

Every person with business experience will tell you that it’s not all rosy. No matter [...]

5 Things to Consider When Writing Your Will

You can show love to your dependents and loved ones by planning for death. Your [...]

Is It a Sin to Be Rich?

When the love of money comes first before any other value, then wealth is dangerous. [...]

Planning Your Estate (Focus on New York State)

Many people put off estate planning because they feel as though they are too young, [...]